Migrate from Braintree

Overview

This migration process helps you transfer existing subscription data from your current subscription app to the Easy Subscriptions app on Shopify. If you’re using Braintree as the payment gateway for subscriptions, follow the additional steps to ensure proper gateway configuration. Braintree has different setups for live and sandbox environments, so make sure you configure your store accordingly.

Step-by-Step Migration Guide

Step 1: Check Your Payment Gateway (Braintree) Configuration

1. If you are using Braintree as the payment gateway for subscriptions:
   • Ensure that Braintree is connected as the primary gateway on your Shopify store.
   • If Shopify Payments is connected as the primary gateway, make sure that Braintree is connected as the legacy payment gateway.
2. To check or connect Braintree as a legacy payment gateway, follow the link below. Modify the URL by replacing {shop} with your actual Shopify store name:
   • Link for live mode: https://admin.shopify.com/store/{shop}/payments/legacy_subscription_braintree
   • To connect to a Sandbox Braintree account (for testing purposes), use the following URL:
   • Link for sandbox mode: https://admin.shopify.com/store/{shop}/payments/legacy_subscription_braintree?sandbox=true

Step 2: Access the Easy Subscriptions App

1. Log in to your Shopify dashboard.
2. Click on the Apps section from the sidebar.
3. Search for the Easy Subscriptions app and click to open it.

Step 3: Navigate to Settings

1. Inside the Easy Subscriptions app, locate and click on the Settings tab.
2. Look for the Import Subscription option.

Step 4: Export the Sample CSV Template

1. In the Import Subscription section, download the provided Sample CSV Template.
   • This template will show you the exact format required to import your subscriptions into Easy Subscriptions.

Step 5: Export Your Existing Subscription Data

1. Log in to your current subscription app (the one you are migrating from).
2. Export all subscription data from this app.
3. Ensure the exported data contains all the necessary attributes such as customer details, product names, and payment schedules.

Step 6: Arrange Subscription Data

1. Open the sample CSV template you downloaded earlier.
2. Copy and arrange your exported subscription data into the same format as the sample template.
   • Make sure all attributes (e.g., subscription ID, customer details, product information, billing intervals) match the template.

Step 7: Import the Subscription Data

1. Return to the Import Subscription section in the Easy Subscriptions app.
2. Upload your completed CSV file with the subscription data.
3. The import process will begin, and it may take some time to process all the data.

Step 8: Verify Import and Check Logs

1. Once the import is complete, you can download the Import Logs.
2. Review the logs to ensure there are no errors during the migration.
   • If there are any errors, the logs will provide details for troubleshooting.

Step 9: Migration Completed

1. Congratulations! You have successfully migrated all your subscriptions to the Easy Subscriptions app. You can now manage, track, and adjust subscriptions seamlessly within your Shopify store.

Key Tips for a Smooth Braintree Migration:

• Ensure Braintree is correctly connected as either the primary or legacy payment gateway.
• For test mode, connect to Braintree Sandbox via the provided sandbox URL.
• Double-check the CSV file format matches the sample template.
• Review the import logs to verify a successful migration.

For further assistance or if you encounter any issues, don’t hesitate to reach out to our support team for help!